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Paul Greer
Article 2 min read

Chart Room: Building a bigger bloc of BRICS

With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.

Paul Greer + 1 other | 13 September 2023

Catherine Yeung
Podcast 35 min listen

The Investor's Guide to China podcast: De-dollarisation

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades

Catherine Yeung + 9 others | 18 July 2023

George Efstathopoulos
Blog 2 min read

Chart Room: Will the renminbi’s stable attraction woo Asian partners?

While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.

George Efstathopoulos + 2 others | 3 April 2023

Victoria Mio
Article 4 min read

ESGenius: Greening ‘Made in China’

While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.

Victoria Mio + 4 others | 15 December 2021

Eric Wong
Article 4 min read

Asia eyes a tantrum-free taper this time

A faster-than-expected tapering by the Federal Reserve remains a risk for Asian bond markets, but investors have been reassured by the latest policy signals.

Eric Wong + 3 others | 7 September 2021

Ian Samson
Article 2 min read

Chart Room: Asia’s export engine supercharged by new trade deal

Chart Room: Asia’s export engine supercharged by new trade deal

Ian Samson + 2 others | 19 November 2020

Ian Samson
Blog 3 min read

US China Phase 1: Apocalypse Postponed

'Phase 1’ of the US- China trade pact reveals no credible path forward, so instead the two sides have chosen to stand still

Ian Samson | 16 January 2020

Bill McQuaker
Blog 4 min read

Beyond the rotting soybeans of the US and China trade dispute

Looking at the big picture on global protectionism

Bill McQuaker | 15 December 2019

Aditya Khowala
Blog 2 min read

China needs a trade deal more than the US

Given the mixed economic indicators, it is China - and not the US - that could do with the fiscal and sentiment boost that a trade deal would deliver.

Aditya Khowala | 27 November 2019

Casey McLean
Blog 5 min read

Impact scenarios for Asia’s own trade standoff: Japan and South Korea

An ongoing dispute between Japan and South Korea could have wider ripples across the global supply chain.

Casey McLean + 2 others | 24 October 2019

Bill McQuaker
Article 3 min read

The grand strategy behind the US-China ‘soap opera’

The US-China trade war features a cast of colourful characters. But behind the spat lies a bigger battle for global economic supremacy.

Bill McQuaker | 29 July 2019

Ian Samson
Blog 1 min read

GEAR levels show exuberant US economy

Recent economic data show an exuberant US economy, stabilisation in emerging markets and only a slight tick-down in Europe.

Ian Samson + 1 other | 25 September 2018

Tim Orchard
Blog 4 min read

US-China trade tensions: Why investors should mind the fundamentals

US-China trade tensions: Why investors should mind the fundamentals

Tim Orchard | 14 August 2018

Bill McQuaker
Blog 3 min read

Grit in the machine: Assessing the US-China trade war impact for investors

There are two ways the US-China trade war situation could play out for investors, depending on US policymakers’ motives for the current action.

Bill McQuaker | 8 August 2018

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